JD
Admin
Workflow Configuration
Stages, SLA timers, and transitions. Timer default is 4 hours; overrides by tenant, source, team, grade, and calendar.
| Order | Stage | SLA Timer | Required Role | Notes |
|---|---|---|---|---|
| 1 | New Lead | 4h | Analyst | Configurable per tenant / team / calendar |
| 2 | Validation | 5h | Closer | Configurable per tenant / team / calendar |
| 3 | AI Enrichment | 6h | Manager | Configurable per tenant / team / calendar |
| 4 | Valuation | 4h | Compliance | Configurable per tenant / team / calendar |
| 5 | Dedup | 5h | Legal | Configurable per tenant / team / calendar |
| 6 | Qualified | 6h | Analyst | Configurable per tenant / team / calendar |
| 7 | Claimed | 4h | Closer | Configurable per tenant / team / calendar |
| 8 | VIN Collected | 5h | Manager | Configurable per tenant / team / calendar |
| 9 | Title Verified | 6h | Compliance | Configurable per tenant / team / calendar |
| 10 | Offer Sent | 4h | Legal | Configurable per tenant / team / calendar |
| 11 | Negotiation | 5h | Analyst | Configurable per tenant / team / calendar |
| 12 | Approved | 6h | Closer | Configurable per tenant / team / calendar |
| 13 | Contract | 4h | Manager | Configurable per tenant / team / calendar |
| 14 | Payment | 5h | Compliance | Configurable per tenant / team / calendar |
| 15 | Transport | 6h | Legal | Configurable per tenant / team / calendar |
| 16 | Received | 4h | Analyst | Configurable per tenant / team / calendar |
| 17 | Inventory | 5h | Closer | Configurable per tenant / team / calendar |